THE BEST WAY TO MOVE YOUR OLD 401K

Don't lose track of your money. We’ll help you choose a new account, and handle the paperwork, for free.

WHY MOVE YOUR OLD 401K?

After you change jobs, your employer-provided 401(k) can sit there forgotten, often accruing fees. A rollover moves your money into your own account, so you can easily keep track of your assets. If you leave your 401K with an old employer or roll the funds into a new 401K, you may have high fees, limited investment choices and be subject to a large stock market loss. What we do is help you clearly define what you want to happen and then roll your 401K over into an account that is representative of your needs. This is a non taxable transaction.

WHERE CAN YOU MOVE IT?

For many people, moving to an IRA (Individual Retirement Account) is the best choice, however our clients needs dictate our planning recommendations . During our initial consultation we will help you determine the best option for you.

WHAT CAN WE HELP WITH?

We’re experts on the rollover process and how to move your retirement assets.

WE TAKE CARE OF IT ALL ON YOUR BEHALF.

Goodbye paperwork, phone calls, faxes, and being on hold. Our concierge team handles all of the messy administrative work for you.

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  1. Figure out your options

  2. Open a new IRA

  3. Rollover into your existing IRA

  4. Locate any missing 401(k)s

  5. Handle multiple 401(k)s at once

HOW DO WE GET PAID?

Rollovers can be a pain. We’re experts on retirement accounts and offer unbiased help. We’ll coordinate with your old 401K provider to process the transfer at no cost to you. When you move into the new account we are paid a commission from the company that has the right product for you. The commission is not taken out of your account balance, but rather like a referral fee from the company that carries your funds. 

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